MaderagroupTeam 5 Final Presentation

Nanavati LowNancy Chunchun HuangGrace Li GuApril Yikun YangKatie Hing-Man MakEllen Yueyilin Qi

SimplifiedEER Diagram

NormalizationAnalysis

Queries

ClientIntroduction

RelationalSchema

AccessRelationships

Project Overview

Client Introduction

“Big picture consultation for start ups and social mission organizations focused on growth strategies.”

Executive Team:Kath Delaney, Principal and FounderJill Freeman, Vice PresidentErik Johnson, Madera Group Media Executive Producer

Client Services

Services include:• Website development/design, SEO features• Video and multimedia production• Donor research• Executive and board coaching in fundraising, social

media and organizational growth• Management and formulation of online fundraising

campaigns• Email giving and listserv development• Producing and integrating videos and multimedia

EER Diagram

Access Relationships

Relational Schema | Entities

1. Organization (OrganizationID, OrganizationName, Website, City)2. Person (PID, First Name, MI, Last Name, HomePhone, CellPhone, OfficePhone, FaxNo, StreetNo, Street, Apt, City, Country, ZIP)

2a. Other (PID2)2b. Employee (PID2,, SSN, Wage)2ba. Public Relations (PID2b)2bb. Intern (PID2b, IsWorking, AvailableHourPerWeek)2bc. Contractor (PID2b, Specialty, Category, CommissionFromProject)2c. Reporter (PID2, OrganizationSource)2d. Client (PID2, StartDate, EndDate)2e. Donor (PID2, AddToMailingList)2f. Consultant (PID2, SSN, JobDescription, Wage)

3. Meeting (MeetingID, DateofMeeting, Time, Location, Remark, DateofResponse)4. AreaofInterest (Area)5. Donation (DonationID, ProjectID12, Amount, Source, ConfirmationNumber, SpecialRequest, PID2e, DepositedInto16a, DonationDate, Time, ReasonOfDonation)6. FundraisingPlatform (FID, FundraisingPlatformName, Type, Time, Amount, NumofView, PaymentMethod)

7. CorporatePortfolio (PortfolioID, CorporateDescription)8. Advertisement (AdID, AdvertisementName, NumofPrint, NumofViews, NumOfLikeShare, PersonInCharge2bc, ProjectID12, AuthorizedBy, Cost, EstTotalAmountRaised)9. AdPlatform (AdPlatformID, PlatformName, Type)10. Event (EventID, EventName, Description, DateOfEvent, Address, City, State, Zip, ProjectID12, Type, Cost, EstTotalAmountRasied)11. Proposal (ProjectID12, ProposalID, IsPresentedTo2d, ProposalAttachment, ProposalType, Description)12. Project (ProjectID, Type(Profit, Non-Profit, or Pro-Bono), StartDate, EndDate, Description, Budget, TargetAmount, Client2d, Campaign14)13. Day (Day)14. Campaign (CampaignID)15. ProjectAccount (AccountNumber, Amount, ProjectID12)16. Transaction (TransactionNumber, AccountNumber15, TransactionDate, Time, Amount, ProjectID12)

16a. Deposit (TransactionNumber16, PaidByClient2d)16b. Withdrawal (TransactionNumber16, isSalaryForEmployee2b, isSalaryForConsultant2f, isForEvent10, isForAd8)

Relational Schema | N:M Relations, Multivalued Attribute(s)

17. OrgIsofAoI (AreaOfInterest4, Organization1)18. PersonIsPartOfOrganization (Organization1, Person2)19. DonatesThrough (Donor2e, FundraisingPlatform6)20. DonatesFor (Donor2e, Project12)21. EmpWorksOnPrj (EmployeePID2b, ProjectID12, StartDate, EndDate)22. EmpWorksOnDate (EmployeePID2b, Day13, StartDate, EndDate)23. EmpManagesAd (EmployeePID2b, AdID8)24. CPIsMadeFrom (PortfolioID7, ProjectID12)25. CPIsPresentedTo (ClientPID2d, PortfolioID7)26. IsConsultingFor (ConsultantPID2f, ProjectID12)27. CampaignIsofAoI (CampaignID14,AreaOfInterest4)28. MeetingForProject (MeetingID3,ProjectID12)29. MeetingParticipant (PID2,MeetingID3)30. AdIsPutOnAdplatform (AdPlatformID9,AdID8, StartDate, EndDate)

31. ContactorContactsReporter (PIDofContractor2bc, PIDofReporter2c, DateofContact, Time, Description)32. EventManagedBy (PID2b, EventID10)33. FundraisingPlatformRaisesForProject (FID6, ProjectID12)34. DonationDonatedtoFundraisingPlatform (DonationID5, FID6)35. EmployeeUpdatesFundraisingPlatform (PID2b, FID6)36. ReporterReportsOnProjects (PID2c, ProjectID12)37. PersonAttendsEvent (PID2, EventID10)38. AdvertisementIsDisplayedAtEvent (AdID8, EventID10)39. AdvertisementIsDisplayedOnFundraisingPlatform (AdID8, FID6)40. PersonIsInterestOfAOI (PID2, Area4)41. ProjectIsOfAoI (ProjectID12, Area4)42. PRFindsClient (PRPID2ba, ClientPID2d)43. ProjectIsWorkingOnDate (ProjectID12, WorkingDate13)

44. Email (PID2, Email)45. InternSkills (InternPID2bb, Skill)46. Assignment (ProjectID12, Assignment, HourDemand)

N:M Relations

Multivalued Attribute(s)

Queries

Query 1 Potential Donation Optimization and Traveling Salesman Problem

Justification:

1. Maximize client potential donation amount on business trips 2. Choose donors to visit based on how likely they are to donate and what amountCreate schedule of who and when to visit in minimizing distance for ease of planning

Query 1: Potential Donation Optimization and Traveling Salesman Problem

DescriptionDetermine which donors to visit on one business trip then minimize travel path given a Zip Code parameter and time availability.

1. SQL Run SQL Code to generate Donation History Table

2. Input Zip CodeInput Radius of Visitation

3. Input FormInput n potential donors to visit.

6. R CodeRun R Code using rate of decay based on historical donation data. Calculates and determines if significant time has passed since last donation. This will eliminate donors and output a list of donors to visit.

7. R CodeRun R Code that uses least squares regression to predict donation amount. Output will rank top n potential donors.

8. AMPL & CPLEXRun CPLEX code using Traveling Salesman formulation.

R AMPLCPLEXAccess

Discard

Query 1: Potential Donation Optimization and Traveling Salesman Problem

SQL CodeSELECT d.PID, donation.Amount, aoi.Area, donation.DonationDate, p.ZIPFROM donor AS d, person AS p, personisinterestofaoi AS aoi, donationWHERE ((([donation].[PID])=[d].[PID]) AND (([d].[PID])=[p].[PID]) AND ((aoi.PID)=[p].[PID]) AND ((aoi.Area)='Environmental')) AND Donation.DonationDate >= #12/4/2011#;

Query 1: Potential Donation Optimization and Traveling Salesman Problem

Donor expected donation

X [i,j] = 1 Donor is visitedX [i,j] = 0 Donor is not visited

If X [i,j] = 1 thenVisit Donor i on Day j

Query 2 Project Assignment Allocation

Justification:

1. Best match overall between intern skill set and company demands2. Interns allocation method to ensure all tasks are covered3. Minimize cost of total intern payments4. Ensure all interns are assigned to the task that they are able to do

Query 2: Project Assignment Allocation

DescriptionFind the best assignment of project tasks for each intern by minimizing the total cost of salary paid to interns.

Access CSVAMPLCPLEX

1. SQL Run SQL Code to generate Intern and project table

Intern Experience Data

& Assignment Demands

2. CSV file exportExport intern experience and company projects table

3. Run AMPLFormat Linear ProgramDefine Variables, Constraints, and apply objective function

Assumptions1. Each intern is able to finish the assignments they are allocated2. Each assignment only requires one skill3. Multiple interns can work on the same assignment and one

intern can work on multiple assignments4. Each intern works only one shift on each day that they work5. Skills include: Writing, Microsoft Office Suite, Social

Networking, Research, Access, Graphic Design

Query 2: Project Assignment Allocation

SQL CodeInternSkillsSELECT s.InternPID, s.SkillFROM InternSkills s, Intern IWHERE i.IsWorking AND i.PID = s.InternPID;

InternAvailabilitySELECT PID, AvailableHourPerWeekFROM InternWHERE IsWorking;

HourlyWageSELECT i.PID, e.WageFROM Employee e, Intern iWHERE i.IsWorking AND i.PID = e.PID;

AssignmentSELECT Assignment, HourDemandFROM AssginmentWHERE ProjectID = XXX;

Generate Table listing:-Intern ID-Intern Skill-Available Hours per Week-Intern Wage-Assignment Hour Demand

Query 2: Project Assignment Allocation

Linear Program Model

Query 2: Project Assignment AllocationAMPL CodeQuery2.mod &Query2.dat

AMPL/CPLEX Output: Results include assignment match ratings with each intern

Query 3 Non-linear Least Squared Regression to Sort Events by Donation

Justification:

1. Find effectiveness of each event/advertisement2. Compare frequency and total donation amounts across all events/advertisement for a project

Query 3: Non-linear Least Squared Regression to Sort Events by Donation

DescriptionFind the donation of amount and effectiveness of each event for a project.

Access R

1. SQL CodeRun SQL Code for 2 tables- Table containing

donation amount and frequency by day for each project

- Table containing dates of each event for a particular project

2. R PlotGenerate a plot that graphs donation frequency vs. time for a particular project, mark time each event took place with vertical lines

3. R PlotRetrieve nonlinear Least squares best fit Rayleigh Distribution as the resulting donation for each event

4. R CodeAssume total donation amount is comprised of several events, which are proportionally distributed to the result of the Rayleigh distribution functions.

Calculate the donation resulted from each event and calculate the rate of return accordingly

Query 3: Non-linear Least Squared Regression to Sort Events by Donation

SQL Code Part 1SELECT DATEDIFF("d", p.StartDate, d.DonationDate) AS DS, COUNT(d.Amount) AS Total, SUM(d.Amount) AS AmountFROM Donation d, Project pWHERE p.ProjectID=### AND d.ProjectID = p.ProjectIDGROUP BY DATEDIFF("d", p.StartDate, d.DonationDate);SORT BY (d.Day - p.StartDate) AS DS ASD;

SQL Code Part 2SELECT e.EventID, e.Type, DATEDIFF("d", p.StartDate, e.DateOfEvent) AS DSFROM Event e, Project pWHERE p.ProjectID=e.ProjectID AND p.ProjectID=###;UNIONSELECT a.AdID, ad.Type, DATEDIFF("d", p.StartDate, a.DateofAd) AS DSFROM Advertisement a, AdPlatform ad, AdIsPutOnAdplatform ada, Project pWHERE p.ProjectID = ### AND a.ProjectID = p.ProjectID AND ada.AdID = a.AdID AND ad.AdPlatformID = ada.AdPlatformID;

Generate Table:Donation IDDonation DateProject Start DateDonation Amount

Generate Table:Event IDEvent TypeEvent DayProject Start Date

Query 3: Non-linear Least Squared Regression to Sort Events by Donation

Non confounded donation frequency vs. time graph for each event

Query 4 Project Promotion Optimization

Justification:1. Analyze event-event influence 2. Choose optimal set of events/ads

Query 4: Project Promotion Optimization

DescriptionWhich events should be held considering how events affect one another for new project?

Access R

1. Access FormEnter proposed parameters

2. SQLGenerate table for costs and returns of all relevant events and advertisements

AMPLCPLEX

3. R CodeGenerate • covariance matrix• expected returns based

on past data • Calculations on proposed

parameters

4. AMPL/ComplexSolve integer program (adaptation of portfolio optimization model from E120)

Query 4: Project Promotion Optimization

SQL CodeSQL CodeSELECT e.Type,w.isForEventFROM Withdrawal as w, Event as e, ProjectIsOfAoI as pa, Transaction as tWHERE pa.Area=’XXX’ AND w.TransactionNumber = t.TransationNumber AND t.ProjectID = pa.ProjectID AND e.ProjectID = pa.ProjectIDGROUP BY e.TypeUNIONSELECT ad.Type,w.isForAdPlatformFROM Withdrawal as w, IsPutOn as ad, Advertisement as a, ProjectIsOfAoI as pa, Transaction as tWHERE pa.Area=’XXX’ AND w.TransactionNumber = t.TransationNumber AND t.ProjectID = pa.ProjectID AND a.ProjectID = pa.ProjectID AND a.AdID = ad.AdIDGROUP BY ad.Type;

Query 4: Project Promotion Optimization

Query 4: Project Promotion Optimization

AMPL Code

Query 5 Return on Investment and Forecasting for Contractors

Justification:

1. Monitor learning curve of contractors2. Compare contractors' projected ROI to choose best fit for project

Query 5: Return on Investment and Forecasting for Contractors

DescriptionWhich contractor should Madera Group hire for a project?

Access R

1. SQL CodeGenerate Table- Contractor Data (ID,

Amount Paid, Time)- Events, Amount,

Frequency

2. Calculate ROICalculate each contractor

3. Graph R PlotPlot ROI vs. time graph for each contractor over all project finish dates

4. Run R Regression Use non-linear least squares regression to fit into a logarithmic curve of a + b*log(c*x) which accounts for ROI improvement due to a decaying learning curve

5. Graph R PlotPlot all curves on one graph. Compare ROI of different contactors on the same task.

6. R AnalysisPredict which contractor to use how much company can expect to pay by ranking the predicted ROIs given time t

SQL CodeSELECT c. CommisionFromProjectFROM EmpWorksOnPrj e, Contractor cWHERE e.PID = c.PID AND c.PID = ###;

Generate Table listing:Contractor’s commission for each project

Query 5: Return on Investment and Forecasting for Contractors

Normalization Analysis

Person | 1NF

Person (PID, First Name, MI, Last Name, Email, HomePhone, CellPhone, OfficePhone, FaxNo, Address)→Person (PID, First Name, MI, Last Name, HomePhone, CellPhone, OfficePhone, FaxNo, Address)Email (PID, Email)

Donation | 1NF & 2NF, 3NF & BCNF

DonationID Project ConfirmationNumber Source Amount Special Request PID DepositedInto Day Time ReasonOfDonation

1NF and 2NFDonation (DonationID, Project12, Amount, Source, ConfirmationNumber, SpecialRequests, PID2e, depositedInto16a, Day, Time, ReasonOfDonation)→ 3NF Donation (DonationID, ConfirmationNumber, Source, Project12, depositedInto16a)ConfirmationNumberInfo (ConfirmationNumber, Source, Amount, SpecialRequest, PID2e, Day, Time, ReasonOfDonation)

Proposal | 1NF, 2NF & 3NF

ProjectID ProposalID presentedto ProposalAttachment Description ProposalType

ProjectID ProposalID ProposalAttachment Description ProposalType

ProjectID PresentedTo

X X

1NF

2NF & 3NF

1NFProposal (ProjectID12, ProposalID, presentedTo2d, ProposalAttachment, Description, ProposalType)→2NF and 3NF{ProjectID12, ProposalID} → {ProjectID12, ProposalID,,ProposalAttachment, ProposalType}{ProjectID} → {ProjectID2, presentedTo2d}→ BCNFProjectProposal(ProjectID12, ProposalID,Description, ProposalType)AttachmentForProject(ProposalAttachment, ProjectID12)AttachmentForProposal(ProposalAttachment, ProposalID)PresentTo (ProjectID12, presentedTo2d)

SimplifiedEER Diagram

NormalizationAnalysis

Queries

ClientIntroduction

RelationalSchema

AccessRelationships

Thank you

Madera GroupKath Delaney